Highlander Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $44.5K | Hold |
620
| – | – | 0.02% | 411 |
|
|
2023
Q4 | $43.5K | Hold |
620
| – | – | 0.02% | 414 |
|
|
2023
Q3 | $40K | Buy |
620
+400
| +182% | +$27.8K | 0.02% | 401 |
|
|
2023
Q2 | $15K | Hold |
220
| – | – | 0.01% | 480 |
|
|
2023
Q1 | $15K | Hold |
220
| – | – | 0.01% | 461 |
|
|
2022
Q4 | $16K | Hold |
220
| – | – | 0.01% | 432 |
|
|
2022
Q3 | $15K | Hold |
220
| – | – | 0.01% | 423 |
|
|
2022
Q2 | $16K | Hold |
220
| – | – | 0.01% | 430 |
|
|
2022
Q1 | $16K | Hold |
220
| – | – | 0.01% | 436 |
|
|
2021
Q4 | $15K | Hold |
220
| – | – | 0.01% | 436 |
|
|
2021
Q3 | $14K | Hold |
220
| – | – | 0.01% | 430 |
|
|
2021
Q2 | $13K | Hold |
220
| – | – | 0.01% | 456 |
|
|
2021
Q1 | $14K | Hold |
220
| – | – | 0.01% | 450 |
|
|
2020
Q4 | $14K | Hold |
220
| – | – | 0.01% | 454 |
|
|
2020
Q3 | $12K | Hold |
220
| – | – | 0.01% | 463 |
|
|
2020
Q2 | $11K | Hold |
220
| – | – | 0.01% | 470 |
|
|
2020
Q1 | $12K | Hold |
220
| – | – | 0.01% | 465 |
|
|
2019
Q4 | $14K | Hold |
220
| – | – | 0.01% | 478 |
|
|
2019
Q3 | $14K | Hold |
220
| – | – | 0.01% | 492 |
|
|
2019
Q2 | $12K | Sell |
220
-100
| -31% | -$5.35K | 0.01% | 532 |
|
|
2019
Q1 | $17K | Hold |
320
| – | – | 0.01% | 486 |
|
|
2018
Q4 | $14K | Hold |
320
| – | – | 0.01% | 509 |
|
|
2018
Q3 | $14K | Hold |
320
| – | – | 0.01% | 553 |
|
|
2018
Q2 | $15K | Hold |
320
| – | – | 0.01% | 552 |
|
|
2018
Q1 | $14K | Hold |
320
| – | – | 0.01% | 552 |
|
|
2017
Q4 | $15K | Hold |
320
| – | – | 0.01% | 538 |
|
|
2017
Q3 | $16K | Hold |
320
| – | – | 0.01% | 540 |
|
|
2017
Q2 | $15K | Hold |
320
| – | – | 0.01% | 546 |
|
|
2017
Q1 | $16K | Hold |
320
| – | – | 0.01% | 540 |
|
|
2016
Q4 | $16K | Hold |
320
| – | – | 0.01% | 544 |
|
|
2016
Q3 | $16K | Hold |
320
| – | – | 0.01% | 548 |
|
|
2016
Q2 | $17K | Hold |
320
| – | – | 0.02% | 548 |
|
|
2016
Q1 | $17K | Hold |
320
| – | – | 0.02% | 546 |
|
|
2015
Q4 | $15K | Buy |
320
+100
| +45% | +$4.53K | 0.01% | 573 |
|
|
2015
Q3 | $9K | Hold |
220
| – | – | 0.01% | 681 |
|
|
2015
Q2 | $9K | Hold |
220
| – | – | 0.01% | 680 |
|
|
2015
Q1 | $10K | Hold |
220
| – | – | 0.01% | 656 |
|
|
2014
Q4 | $11K | Hold |
220
| – | – | 0.01% | 646 |
|
|
2014
Q3 | $9.64K | Hold |
220
| – | – | 0.01% | 678 |
|
|
2014
Q2 | $10K | Hold |
220
| – | – | 0.01% | 654 |
|
|
2014
Q1 | $9.7K | Hold |
220
| – | – | 0.01% | 672 |
|
|
2013
Q4 | $9.08K | Hold |
220
| – | – | 0.01% | 683 |
|
|
2013
Q3 | $9.09K | Hold |
220
| – | – | 0.01% | 681 |
|
|
2013
Q2 | $9.74K | Buy |
+220
| New | +$10.1K | 0.01% | 654 |
|
Other funds holding SO
Highlander Capital Management's SO Position: Q1 2024 in Review
Highlander Capital Management held its Southern Company (SO) position steady in Q1 2024 at 620 shares worth $44.5K. The position accounts for 0.02% of the portfolio, ranked #411.
Highlander Capital Management first reported a position in SO in Q2 2013 and has held it in 44 quarters since. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.
- Highlander Capital Management held 620 shares of Southern Company worth $44.5K as of Q1 2024.
- Highlander Capital Management left its Southern Company share count unchanged in Q1 2024.
- Southern Company made up 0.02% of Highlander Capital Management's portfolio in Q1 2024, its #411 holding.
- Highlander Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 44 quarters since.
- 1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.
Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.